Choose Your Financial Planning Subscription
Transparent pricing for comprehensive financial planning support tailored to your needs
Individual results may vary
Past performance does not guarantee future results
Starter Consultation
Perfect for individuals beginning their financial planning journey who want professional guidance
per month
- One monthly consultation session
- Basic financial review and discussion
- Goal-setting framework guidance
- Email support for quick questions
Service Fee: £199/month
VAT Included: 20% VAT included
Complete Planning
Our comprehensive service for serious financial planning with regular support and detailed analysis
per month
- Two monthly consultation sessions
- Detailed financial analysis and reviews
- Personalized planning recommendations
- Priority email and phone support
- Quarterly progress assessments
Service Fee: £250/month
VAT Included: 20% VAT included
Premium Advisory
Executive-level financial planning with unlimited access and comprehensive analytical support
per month
- Unlimited consultation sessions
- Advanced financial modeling and analysis
- Comprehensive planning strategies
- 24/7 priority support access
- Monthly written progress reports
- Dedicated planning coordinator
Service Fee: £350/month
VAT Included: 20% VAT included
Important Pricing Information
All prices include 20% VAT as required by UK tax regulations. Service fees are charged monthly in advance
You may cancel your subscription at any time with 30 days written notice. No setup fees or hidden charges
Representative APR Information
Representative APR 0% APR (no interest charged on monthly subscriptions)Fixed monthly subscription pricing with no compound interest or additional charges
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the next billing cycle
Is there a minimum commitment period?
No, there are no long-term contracts required. You can cancel your subscription with 30 days notice
What payment methods do you accept?
We accept all major credit cards, debit cards, and direct debit from UK bank accounts
Questions about which plan is right for you? Our team is here to help you choose the best option for your financial planning needs
Schedule a Free Call